IRS Simplifies Surviving Spouse Portability Election
There’s now an easier way for a surviving spouse to get an extension to file a return opting for portability of the unused exclusion amount.
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Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
EDUCATION
Niagara University, Bachelor of Business Administration in Accounting, Magna Cum Laude
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member
COMMUNITY
Niagara University, Alumni Association Western New York Chapter Leader
Mount St. Mary's Hospital, Lewiston, NY, Board Member and Immediate Past Chairman of the Board of Associates
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
PUCCS Charitable Fund, former Board Member
